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JPMorgan Chase
JPM

Overview Fund Activity

2,838 hedge funds and large institutions have $202B invested in JPMorgan Chase in 2020 Q2 according to their latest regulatory filings, with 202 funds opening new positions, 1,432 increasing their positions, 993 reducing their positions, and 108 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,838
Holders Change
+65
Holders Change %
+2.34%
% of All Funds
58.34%
Holding in Top 10
335
Holding in Top 10 Change
-108
Holding in Top 10 Change %
-24.38%
% of All Funds
6.89%
New
202
Increased
1,432
Reduced
993
Closed
108
Calls
$3.66B
Puts
$5.26B
Net Calls
-$1.6B
Net Calls Change
-$370M

Top Buyers

1
Susquehanna International Group
Susquehanna International Group
Pennsylvania
+$754M
2
Capital International Investors
Capital International Investors
California
+$628M
3
DCP
D1 Capital Partners
New York
+$580M
4
Nordea Investment Management
Nordea Investment Management
Sweden
+$422M
5
Capital Research Global Investors
Capital Research Global Investors
California
+$375M

Top Sellers

1
Berkshire Hathaway
Berkshire Hathaway
Nebraska
-$3.34B
2
Capital World Investors
Capital World Investors
California
-$1.71B
3
Vanguard Group
Vanguard Group
Pennsylvania
-$1.21B
4
T. Rowe Price Associates
T. Rowe Price Associates
Maryland
-$1.12B
5
Wellington Management Group
Wellington Management Group
Massachusetts
-$1.01B
Name Holding Trade Value Shares
Change 		Shares
Change %
TPA
1526
Trivium Point Advisory
Connecticut
$2.39M +$243K +2,562 +11%
BJL
1527
Brighton Jones LLC
Washington
$2.39M -$107K -1,133 -4%
FMTCOCP
1528
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$2.39M +$260K +2,764 +12%
LHC
1529
Little House Capital
Massachusetts
$2.38M +$7.15K +76 +0.3%
VVP
1530
Venture Visionary Partners
Ohio
$2.38M +$158K +1,679 +7%
CCT
1531
Country Club Trust
Missouri
$2.38M +$269K +2,896 +13%
WSTAM
1532
Wilbanks Smith & Thomas Asset Management
Virginia
$2.38M -$27.6K -293 -1%
MCM
1533
Monarch Capital Management
Indiana
$2.37M -$91.3K -971 -4%
PP
1534
PDS Planning
Ohio
$2.37M +$34.2K +363 +1%
NGA
1535
Naples Global Advisors
Florida
$2.37M +$329K +3,493 +16%
JSL
1536
JT Stratford LLC
Georgia
$2.37M +$598K +6,359 +34%
MCM
1537
Maltese Capital Management
New York
$2.35M +$2.35M +25,000 New
CBA
1538
Coastal Bridge Advisors
Connecticut
$2.35M -$14.9K -158 -0.6%
HCM
1539
Hengehold Capital Management
Ohio
$2.34M -$72.1K -767 -3%
HI
1540
Hudock Inc
Pennsylvania
$2.34M +$9.12K +97 +0.4%
WOC
1541
West Oak Capital
California
$2.34M +$83.7K +890 +4%
AB
1542
Atlas Brown
Kentucky
$2.33M +$296K +3,152 +15%
CFMC
1543
Curbstone Financial Management Corp
New Hampshire
$2.32M -$11.3K -120 -0.5%
PCM
1544
Poehling Capital Management
Wisconsin
$2.32M +$787K +8,370 +52%
ITIM
1545
Indiana Trust & Investment Management
Indiana
$2.31M +$8.84K +94 +0.4%
JFA
1546
Johanson Financial Advisors
California
$2.31M +$83.3K +886 +4%
MLIC
1547
Mandatum Life Insurance Company
Finland
$2.31M – – –
5L
1548
55I LLC
Massachusetts
$2.31M +$483K +5,130 +26%
FPFS
1549
First Personal Financial Services
North Carolina
$2.3M +$237K +2,519 +11%
BOPW
1550
Brandywine Oak Private Wealth
Pennsylvania
$2.3M -$103K -1,093 -4%
60 61
62
63 64